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DEFINED CONTRIBUTION PLAN (401a) GENERAL INVESTMENT CONSULTING SERVICESPage 2 of 107Exhibit 3A. DEFINED CONTRIBUTION PLAN REQUIRED SERVICES 1. Assist the SERS Board (the SERB) in its administration
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How to fill out defined contribution plan 401a

01
Obtain the necessary paperwork from your employer to enroll in the defined contribution plan 401a.
02
Review the investment options available and choose how you would like to allocate your contributions.
03
Determine how much you would like to contribute to the plan, keeping in mind any matching contributions offered by your employer.
04
Fill out the enrollment form with your personal information, contribution amount, and investment selections.
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Submit the completed form to your employer or plan administrator for processing.

Who needs defined contribution plan 401a?

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Individuals who want to save for retirement while enjoying potential tax advantages.
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Employers looking to offer a retirement savings benefit to their employees.
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A defined contribution plan 401a is a retirement savings plan where contributions are made by an employer, employee, or both, and the employee's retirement benefits are based on the amount contributed and the performance of the investment options chosen.
Employers that sponsor a 401a plan are required to file the plan's annual return/report using IRS Form 5500.
To fill out a defined contribution plan 401a, employers must gather financial information regarding the plan, including contributions, earnings, and expenses, and complete IRS Form 5500 based on this information.
The purpose of a defined contribution plan 401a is to provide employees with a tax-advantaged way to save for retirement, enabling them to accumulate funds for their future needs.
Information that must be reported on a defined contribution plan 401a includes contributions made, earnings on investments, administrative expenses, and information regarding plan participants and their balances.
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